Track sales opportunities and support requests with a Kanban-style drag-and-drop interface.
Optimized pipelines for your sales and service processes
B2B sales tracking and lead management
Customer support and technical issue tracking
Every record in the pipeline is a ticket. It can be a sales opportunity or a support request.
Drag tickets between stages with your mouse. Automatic updates and logging.
Add new stages between the defaults. Customize name, color, and description. (Fixed stages are preserved)
Assign AI Agents to tickets. The agent makes calls automatically and updates ticket information.
AI Agent automatically creates a ticket at the end of a conversation. Customer details, summary, and category are filled in automatically.
Add unlimited notes to each ticket. All call records and transcripts are linked to the ticket.
Ticket counts by stage, average resolution time, and success rates.
Kanban-style visual pipeline management
Comprehensive information and editing page
Quick and easy ticket creation form
Boost your efficiency with pipeline management